See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,757 | $106,890-80.6% | $84,015-75.3% | $152,861-86.4% |
| Participation rate | 70.6% | 75.2%-4.7pp | 69.0%+1.6pp | 82.4%-11.9pp |
| Annual return | 22.38% | 104.99%-82.6pp | 71.31%-48.9pp | 345.32%-322.9pp |
| Employer contribution / active EE | $163 | $2,734-94.1% | $1,983-91.8% | $4,762-96.6% |
| Participant deferral / active EE | $1,723 | $4,011-57.1% | $3,239-46.8% | $5,850-70.6% |
| Admin fee / account holder | $18 | $8,285-99.8% | $6,101-99.7% | $11,596-99.8% |